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Name Holding Trade Value Shares
Change
Change in
Stake
SHWM
1826
Silicon Hills Wealth Management
Texas
$2.14M
EWG
1827
Executive Wealth Group
Washington
$2.14M +$216 +1 +0%
PFBT
1828
Parkside Financial Bank & Trust
Missouri
$2.13M +$46.1K +213 +2%
FWM
1829
ForthRight Wealth Management
Georgia
$2.13M
MCC
1830
Money Concepts Capital
Florida
$2.13M +$1.26M +5,840 +155%
BAM
1831
Beaumont Asset Management
Texas
$2.13M +$107K +495 +5%
PWMG
1832
Prestige Wealth Management Group
New Jersey
$2.13M +$66.2K +306 +3%
LD
1833
Lipe & Dalton
New York
$2.12M -$14.7K -68 -0.7%
RIA
1834
Regal Investment Advisors
Michigan
$2.12M -$524K -2,421 -20%
MFGM
1835
Marshall Financial Group (Maryland)
Maryland
$2.12M -$21.4K -99 -1%
RPCONE
1836
Retirement Planning Company of New England
Rhode Island
$2.12M -$49.7K -230 -2%
CPO
1837
Cerity Partners OCIO
New York
$2.12M +$213K +985 +11%
HCA
1838
Horan Capital Advisors
Ohio
$2.12M +$47.4K +219 +2%
LFP
1839
Leeward Financial Partners
Washington
$2.12M +$202K +932 +11%
MFG
1840
MidWestOne Financial Group
Iowa
$2.11M -$301K -1,390 -13%
WIC
1841
Wilkins Investment Counsel
Massachusetts
$2.11M +$561K +2,593 +37%
CT
1842
Columbia Trust
Oregon
$2.11M +$618K +2,856 +40%
MMH
1843
Menora Mivtachim Holdings
Israel
$2.11M -$64.9K -300 -3%
NL
1844
NWAM LLC
Washington
$2.11M +$58.2K +269 +3%
VF
1845
Virtu Financial
New York
$2.11M +$2.05M +9,498 New
1IA
1846
1834 Investment Advisors
Wisconsin
$2.1M -$214K -990 -9%
AG
1847
Algert Global
California
$2.1M +$2.05M +9,465 New
FFS
1848
Founders Financial Securities
Maryland
$2.08M +$89.3K +413 +5%
CWM
1849
Cornerstone Wealth Management
Missouri
$2.07M -$320K -1,478 -14%
CAG
1850
Csenge Advisory Group
Florida
$2.06M +$431K +1,995 +27%